Ask Wealth Advisors Private Limited — PMS strategies

Ask Wealth Advisors Private Limited is a SEBI-registered portfolio manager running 15 strategies in our tracker, holding ₹6,278 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 15 strategies from Ask Wealth Advisors Private Limited

• ASK Wealth Pro PMS (NDPMS)Hybrid₹4,885 CrAUM10.6%3Y
• Customized Discretionary Solutions Multi AssetHybrid₹878 CrAUM—3Y
• ASK Alchemist₹86 CrAUM—3Y
• ASK Wealth Harmony AggressiveHybrid₹85 CrAUM14.4%3Y
• ASK Alchemist Plus₹79 CrAUM—3Y
• ASK Wealth Core Equity₹56 CrAUM—3Y
• Harmony Treasury Advantage PMSHybrid₹53 CrAUM—3Y
• ASK Wealth Core BalancedHybrid₹28 CrAUM14.7%3Y
• ASK Wealth Core AggressiveHybrid₹27 CrAUM11.9%3Y
• ASK Wealth Harmony BalancedHybrid₹26 CrAUM13.1%3Y
• ASK Wealth CICERO Smart Beta₹25 CrAUM—3Y
• ASK Wealth - AI & Strategic Infrastructure Portfolio₹25 CrAUM—3Y
• Harmony Income Opportunities Discretionary Debt PMSHybrid₹23 CrAUM9.8%3Y
• ASK Wealth Liquid & Overnight FundHybrid₹2 CrAUM—3Y
• ASKWA Harmony ConservativeHybrid₹1 CrAUM11.4%3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.